Check Out Our Trusted Partners
CWC PARTNERS
PLanning to BUY or SELL?
Handles all of the details to maximize the value of your business.
Expert book valuation based on performance and market conditions.
Favorable deal and contract structure to provide you the best terms.
Need a CFO or CPA?
Club Capital helps insurance agency owners understand the numbers behind their insurance agency.
Whether it’s creating the monthly financial statements, helping with budgeting and forecasting or tax prep and strategy, Club Capital can help.
Wondering where to start to get a handle on your finances?
Check out this free resource from the Club Capital team.
The package includes:
- Self-paced video course on financial best practices for your agency
- Agency budgeting + forecasting template with Video Guide
- Compliance Guide to remote hiring
- Financial Health Self Assessment
- And more!
LET'S GET CONNECTED